Aerospace series - LOTAR - Long term archiving and retrieval of digital technical product documentation such as 3D, CAD and PDM data - Part 003: Fundamentals and concepts

This European Standard defines basic terms, e.g. Long Term Archiving and Retention and identifies the context and scope of EN 9300. The section Fundamentals describes the basic concepts and approaches of EN 9300 and referenced related standards.

Luft- und Raumfahrt - Langzeitarchivierung und Bereitstellung digitaler technischer Produktdokumentationen beispielsweise 3D CAD und PDM Daten - Teil 003: Grundlagen und Konzepte

Diese Europäische Norm definiert Grundbegriffe, z. B. Langzeitarchivierung und Speicherung und legt den Kontext und Anwendungsbereich von EN 9300 fest. Im Abschnitt Grundlagen werden die Grundbegriffe und Herangehensweisen von EN 9300 sowie verwandter Normen beschrieben, auf die verwiesen wird.

Série aérospatiale - LOTAR - Archivage long terme et récupération des données techniques produits numériques, telles que CAD D et PMD - Partie 003: Fondamentaux et concepts

Aeronavtika - LOTAR - Trajno arhiviranje in zagotavljanje digitalne tehnične dokumentacije, kot so 3D, CAD in podatki PDM - 003. del: Osnove in pojmi

General Information

Status
Published
Publication Date
11-Mar-2014
Technical Committee
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
10-Mar-2014
Due Date
15-May-2014
Completion Date
12-Mar-2014

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SLOVENSKI STANDARD
SIST EN 9300-003:2014
01-april-2014
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Aerospace series - LOTAR - Long term archiving and retrieval of digital technical product

documentation such as 3D, CAD and PDM data - Part 003: Fundamentals and concepts

Luft- und Raumfahrt - Langzeitarchivierung und Bereitstellung digitaler technischer

Produktdokumentationen beispielsweise 3D CAD und PDM Daten - Teil 003: Grundlagen

und Konzepte
Série aérospatiale - LOTAR - Archivage long terme et récupération des données

techniques produits numériques, telles que CAD D et PMD - Partie 003: Fondamentaux

et concepts
Ta slovenski standard je istoveten z: EN 9300-003:2012
ICS:
01.110 7HKQLþQDGRNXPHQWDFLMD]D Technical product
L]GHONH documentation
35.240.30 Uporabniške rešitve IT v IT applications in information,
informatiki, dokumentiranju in documentation and
založništvu publishing
49.020 Letala in vesoljska vozila na Aircraft and space vehicles in
splošno general
SIST EN 9300-003:2014 en

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN 9300-003:2014
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SIST EN 9300-003:2014
EUROPEAN STANDARD
EN 9300-003
NORME EUROPÉENNE
EUROPÄISCHE NORM
September 2012
ICS 01.110; 35.240.30; 49.020
English Version
Aerospace series - LOTAR - Long term archiving and retrieval of
digital technical product documentation such as 3D, CAD and
PDM data - Part 003: Fundamentals and concepts

Série aérospatiale - LOTAR - Archivage long terme et Luft- und Raumfahrt - LOTAR - Langzeit-Archivierung und -

récupération des données techniques produits numériques, Bereitstellung digitaler technischer

telles que CAD D et PMD - Partie 003: Fondamentaux et Produktdokumentationen, wie zum Beispiel von 3D-, CAD-

concepts und PDM-Daten - Teil 003: Grundlagen und Konzepte
This European Standard was approved by CEN on 10 March 2011.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European

Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national

standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN member.

This European Standard exists in three official versions (English, French, German). A version in any other language made by translation

under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management Centre has the same

status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,

Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United

Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
Management Centre: Avenue Marnix 17, B-1000 Brussels

© 2012 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN 9300-003:2012: E

worldwide for CEN national Members.
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SIST EN 9300-003:2014
EN 9300-003:2012 (E)
Contents Page

Foreword .............................................................................................................................................................. 4

1 Scope ...................................................................................................................................................... 5

2 Normative references ............................................................................................................................ 5

3 Terms, definitions and abbreviations .................................................................................................. 6

4 Major differences of terms .................................................................................................................... 6

4.1 Introduction ............................................................................................................................................ 6

4.1.1 General .................................................................................................................................................... 6

4.1.2 Invariance ............................................................................................................................................... 6

4.1.3 Objectives for keeping digital data ...................................................................................................... 6

4.1.4 Length of time of keeping data............................................................................................................. 7

4.1.5 Stored Form ............................................................................................................................................ 7

4.2 Terminology ........................................................................................................................................... 8

4.2.1 General .................................................................................................................................................... 8

4.2.2 Product information model ................................................................................................................... 8

4.2.3 Product model ........................................................................................................................................ 9

4.2.4 Business Application ............................................................................................................................ 9

4.2.5 Retention ..............................................................................................................................................10

4.2.6 Long Term Archiving ...........................................................................................................................10

4.3 Scope of EN 9300 .................................................................................................................................11

4.4 Relation to Legal Admissibility Standards ........................................................................................12

5 Applicability..........................................................................................................................................13

6 Overview of referenced standards .....................................................................................................13

6.1 General ..................................................................................................................................................13

6.2 Introduction to OAIS — ISO 14721 .....................................................................................................13

6.2.1 General ..................................................................................................................................................13

6.2.2 The OAIS Environment ........................................................................................................................14

6.2.3 The OAIS model ...................................................................................................................................14

6.3 Introduction to ISO 10303 ...................................................................................................................15

6.3.1 General ..................................................................................................................................................15

6.3.2 ISO 10303-203:1994 and Edition 2 draft, Configuration controlled 3D designs of

mechanical parts and assemblies......................................................................................................17

6.3.3 ISO 10303-214:2001 and ISO 10303-214:2003, Core Data for Automotive Mechanical

Design Processes ................................................................................................................................17

6.3.4 ISO 10303-233, System engineering data representation ...............................................................18

6.3.5 ISO 10303-209:2001, Composite and metal structural analysis and related design.....................18

6.3.6 ISO 10303-237, Computational fluid dynamics .................................................................................18

6.3.7 ISO 10303-210:2001 and Edition 2 draft, Electronic assembly, interconnect and packaging

design ...................................................................................................................................................18

6.3.8 ISO 10303-212:2001, Electro technical design and installation ......................................................18

7 Fundamentals and concepts ..............................................................................................................18

7.1 Overview ...............................................................................................................................................18

7.2 Processes .............................................................................................................................................20

7.3 Data .......................................................................................................................................................20

7.3.1 Archiving Product Models vs. Archiving Documents ......................................................................20

7.3.2 Data content .........................................................................................................................................22

7.3.3 Data formats .........................................................................................................................................24

7.3.4 Archiving approach for complex product models ...........................................................................25

7.3.5 Data quality assurance ........................................................................................................................25

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SIST EN 9300-003:2014
EN 9300-003:2012 (E)

7.3.6 Process phases and cycles ................................................................................................................ 27

7.4 Mapping approach onto physical data representations .................................................................. 30

7.5 Fundamentals for testing the LOTAR process and components ................................................... 31

7.6 System Architecture Framework ....................................................................................................... 33

8 Description methods ........................................................................................................................... 33

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SIST EN 9300-003:2014
EN 9300-003:2012 (E)
Foreword

This document (EN 9300-003:2012) has been prepared by the Aerospace and Defence Industries Association

of Europe - Standardization (ASD-STAN).

After enquiries and votes carried out in accordance with the rules of this Association, this Standard has

received the approval of the National Associations and the Official Services of the member countries of ASD,

prior to its presentation to CEN.

This European Standard shall be given the status of a national standard, either by publication of an identical

text or by endorsement, at the latest by March 2013, and conflicting national standards shall be withdrawn at

the latest by March 2013.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent

rights. CEN [and/or CENELEC] shall not be held responsible for identifying any or all such patent rights.

This standard was prepared jointly by ASD-STAN and the PROSTEP iViP Association.

The PROSTEP iViP Association is an international non-profit association in Europe. For establishing

leadership in IT-based engineering it offers a moderated platform to its nearly 200 members from leading

industries, system vendors and research institutions. Its product and process data standardization activities at

European and worldwide levels are well known and accepted. The PROSTEP iViP Association sees this

standard and the related parts as a milestone of product data technology.

Users should note that all standards undergo revision from time to time and that any reference made herein to

any other standard implies its latest edition, unless otherwise stated.

According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following

countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech

Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece,

Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,

Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom.

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SIST EN 9300-003:2014
EN 9300-003:2012 (E)
1 Scope

This European Standard defines basic terms, e.g. Long Term Archiving and Retention and identifies the

context and scope of EN 9300. The section Fundamentals describes the basic concepts and approaches of

EN 9300 and referenced related standards.
2 Normative references

The following documents, in whole or in part, are normatively referenced in this document and are

indispensable for its application. For dated references, only the edition cited applies. For undated references,

the latest edition of the referenced document (including any amendments) applies.

EN 9103, Aerospace series — Quality management systems — Variation management of key characteristics

EN 9300-007 , Aerospace series — LOTAR — Long Term Archiving and Retrieval of digital technical product

documentation such as 3D, CAD and PDM data — Part 007: Terms and references

ISO 10303-203:1994 and Edition 2 draft, Industrial automation systems and integration — Product data

representation and exchange — Part 203: Application protocol: Configuration controlled 3D designs of

mechanical parts and assemblies

ISO 10303-209:2001, Industrial automation systems and integration — Product data representation and

exchange — Part 209: Application protocol: Composite and metallic structural analysis and related design

ISO 10303-210:2001, Industrial automation systems and integration — Product data representation and

exchange — Part 210: Application protocol: Electronic assembly, interconnection, and packaging design

ISO 10303-212:2001, Industrial automation systems and integration — Product data representation and

exchange — Part 212: Application protocol: Electrotechnical design and installation

ISO 10303-214:2001 and ISO 10303-214:2003, Industrial automation systems and integration — Product data

representation and exchange — Part 214: Application protocol: Core data for automotive mechanical design

processes

ISO/DIS 10303-233, Industrial automation systems and integration — Product data representation and

exchange — Part 233: Systems engineering data representation

ISO 10303-237, Industrial automation systems and integration — Product data representation and

exchange — Part 237, Application protocol: Fluid dynamics

ISO 14721, Space data and information transfer systems — Open archival information system — Reference

model

ARP9034, A Process Standard for the Storage, Retrieval and Use of Three-Dimensional Type Design Data

BP 0008, Code of Practice for Legal Admissibility and Evidential Weight of Information Stored electronically

And all parts quoted in this standard.
1) In preparation at the date of publication of this standard.
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SIST EN 9300-003:2014
EN 9300-003:2012 (E)
3 Terms, definitions and abbreviations

For the purposes of this document, the terms, definitions and abbreviations given in EN 9300-007 apply.

4 Major differences of terms
4.1 Introduction
4.1.1 General

Different user communities have different definitions for long term archiving and retention. This clause

explains the major differences of both terms and their relation to the scope of EN 9300.

Companies within the aerospace industry need to keep data to fulfil business, certification and legal

requirements. For modern definitions this data is usually digital. These requirements lead to four main areas of

consideration regarding the retention of digital data.
 Invariance: how important is it to ensure that digital data is not altered
 Objectives: why keeping of digital data is required
 Length of time: the required length of time for retaining digital data
 Stored Form: the stored format of the digital data

The following subchapters consider these questions for long term archiving and retention and are the basis for

the scope definition of EN 9300. The scope of EN 9300 is a combination of aspects from long term archiving

and retention.
4.1.2 Invariance

Invariance covers the need to ensure that the information has not changed and so provide evidential weight

that the design intent has not changed, see Figure 13. Three categories can be distinguished:

 Auditable – where validation methods and test suites ensure that information cannot be changed without

the change being detected.

 Implicit – where the system is designed to prevent changes. The system must supervise activities which

would result in changes of the digital data. The supervision, for example, could be realized within a

separate write-protected vault. The proof of "no change" is shown by an absence of change having been

recorded AND that by showing that the system itself is reliable.
 Not required – where changes to data are not explicitly controlled.

Of the three, auditable invariance is the strongest, and is likely to be the most suitable where the information is

used in legal proceedings.
4.1.3 Objectives for keeping digital data

For digital data, the challenge is that the data are often stored in a proprietary, native format and will most

likely become not interpretable after a time. The use of a neutral archiving data format safeguards the

interpretability of the stored data for a much longer time, perhaps for the entire retention period. EN 9300

recommends the use of standard formats for long term archiving rather than native formats, accompanied by

regular and frequent migrations of storage media and, if necessary, of data format. Because a data migration

may lead to data loss, usually time stamps and digital signatures (which are used ensuring the integrity and

immutability of archived data/ data packages) have to be renewed. The use of auditable archiving and

retrieval processes ensures the data readability and integrity within current and future systems.

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EN 9300-003:2012 (E)

The objectives for keeping the data are distinguished into two major subcategories:

 Legal requirements/certification requirements, such as for proof of technical documentation for actions in

law.
 Business requirements, such as keeping knowledge.

Within the two subcategories EN 9300-003 offers four characteristics which describe the objectives in more

detail:

 To preserve the original data (generated by a source system) so that it can be used as evidence of what

data was at a particular date. This characteristic fits with the subcategory ‘legal requirement’

 To keep data available to new users over the period for which it is kept. This characteristic fits with the

subcategories ‘legal requirement’ and ‘business requirement’.

 To be able to preserve the source of the kept data. This characteristic fits with the subcategory ‘business

requirement’.

 To be able to reuse the data, for example, by modifying design data to meet new requirements. This

characteristic fits with the subcategory ‘business requirement’.
4.1.4 Length of time of keeping data

The life cycle of software and hardware is relatively short compared to the life cycle of aircraft. The life cycle of

digital data can be described in terms of software versions and generations. The release of a new software

version within a generation general alters only a small part of the functionalities of the software without

affecting the data format. A generation change occurs when the software used changes substantially, for

example, to a new architecture. The change of a generation may result in new data formats.

Currently, for CAD software, the period between versions is of the order of 6 months to 12 months, while

between generations is of the order of 3 years to10 years. This should be compared to an aircraft life cycle

which may be 30 years to 50 years or longer. This gives rise to the following definitions within EN 9300:

 Short term - within one or two versions
 Medium term - within one generation
 Long term - over multiple generations

Additionally to the technical aspects, legal requirements have to be considered when defining archiving terms.

For further information see EN 9300-001 (Structure) and EN 9300-002 (Requirements).

4.1.5 Stored Form
4.1.5.1 General

A key distinction is between a representation and a presentation. In a representation, the computer holds the

information about the concept, whereas in a presentation the computer holds a form which is its appearance

to a human. For example, a musical score is a representation of a piece of music, whereas a recording of the

piece is a presentation.
The stored form has been divided into three main subcategories:
 Detail Level: the description level of model;
 Representation: describing the different logical forms of data representation;
 Format: describing the different physical formats of the data.
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EN 9300-003:2012 (E)
4.1.5.2 Detail level

 An accurate representation is where data elements are described in the original level of detail,

independent of whether they are represented in a native or other format;

 An approximate representation is where data elements are described in a lower level of detail than the

accurate representation, e.g. where a curved surface is approximated by a set of small, flat faces.

4.1.5.3 Representation
 A native representation is that created by and private to the source system;

 A derived representation is a transformation of the native data, which may be based on a native format or

on a standardized format, e.g. a html version may be derived from a text document as an alternative

representation;

 A presentation is a visualization of data to a user, e.g. a drawing or a print out of product structure

information as a snapshot of the current data representation.
4.1.5.4 Format

 A native format is a specific format of data in a syntax which is proprietary and dependent on a specific

system or interface. A native format depends directly on the life cycle (versions, generations) of the

related system or interface;

 A standardized open format is a format of data in a syntax, which is defined by a broad community, such

as by ISO, and which is independent of specific system or interface. “Open” means completely and

precisely documented in syntax and semantics and is applicable for free. In addition, standardisation

processes regulates the change processes for the standard.

Note that the motivation for including the accurate and approximate representation is that both may be

archived in parallel in a standard representation such as STEP, which is openly documented and which may

be stable for a much longer period than native formats.
4.2 Terminology
4.2.1 General

From descriptions in 4.1, the following definitions of terms are derived: Product information model, Product

model, Business Application, Retention and Long Term Archiving. These definitions are used within EN 9300.

4.2.2 Product information model

The Product information model represents an information model which provides an abstract description of

facts, concepts and instructions about a product, e.g. STEP Application reference model or STEP

Application interpreted model.
2) ISO 10303-1:1994
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SIST EN 9300-003:2014
EN 9300-003:2012 (E)
4.2.3 Product model

The Product model represents an occurrence of a product information model for a particular product, e.g. the

geometric model of part a123. Companies will create product models of different types, depending on the life

cycle stages or disciplines, e.g. there are product models of type "space allocation mock up". Product models

are independent from their presentation.
As a further determination EN 9300 distinguishes:
 A dynamic or temporary Product Model (in internal memory of the computer),

 The static Product Model (e.g. represented as a file or as a data base on permanent storage media, such

as disks or tapes);

Product Models can be consulted and queried via applications only via the loading of the static form of the

Product Model into the dynamic form in memory of the same Product Model.

Additionally there are different usages of a Product Model, optimized for different functions/users intents.

EN 9300 distinguishes:

 the Working Form Product Model, used for creation & modification by the native application; it

corresponds generally to the design stage of the Product Model; this Working Form is often in the native

format of the COTS (Component off the shelf ) application.

 the Original Product Model, used specially to keep the design intent for Long Term Archiving in the

context of certification & legal requirements for proof. It can be stored in a native or standardized format.

Based on these definitions, EN 9300 recommends the archiving for long term of the original & accurate

Product Models in a static standardized open format like STEP. These Product Models, after retrieval, will

be loaded in applications as temporary dynamic form, enabling the check of validation properties and

specified operations (consultation, …)

In the scope of EN 9300, an application is a piece of software, which allows processing the Product Model

according to a dedicated purpose. This purpose can be:
 the visualisation with possible 3D measurement,
 a type of simulation (FEA, aerodynamics, …),
 NC programming for Manufacturing,
 …
4.2.4 Business Application

Typically, a Business Application is the software X generating native Product Models for creation and

modifications that will have to be converted in a standardized Product Model for Long Term Archiving.

Examples of Business Applications relevant for CAD Product Models are: Unigraphics, Catia V5, CADDS5,

Pro/Engineer, … Other examples of Business Applications relevant for PDM Product Models are: VPM,

Metaphase, Enovia, Windchill, …

The starting point of the Long Term Archiving activity for a special type of Product Model is the description of

Use Cases that the Retrieved Product Model will have to support. Some Use Cases for Long Term Archiving

of 3D Definition models will result in visualisation of information. Other Use Cases for Long Term Archiving of

Finite Element Analysis models may result in replaying the simulation, in order to demonstrate that the sub

assembly support the associated load cases.
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SIST EN 9300-003:2014
EN 9300-003:2012 (E)

See the next Figure 1 illustrating the types of functions of Business applications for Product Model processing.

Figure 1 — Example for retrieve use case for specification of long term retention

4.2.5 Retention
“Retention”: Storage of data for reuse of a later date:
 aiming for data re-use and to keep data available;
 retaining any of the representations needed, but not the presentations;
 working over medium and short term;
 expecting invariance, though this is not mandatory;

 migration of the data format is allowed to guaranty data quality and interpretability.

4.2.6 Long Term Archiving

“Long Term Archiving”: Storage of a copy of data in an appropriate way for record, certification and legal

purposes.

 The data will be preserved and kept available for a use within the archive and possibly for further re-use.

 With certified conversion processes, the native data representation generated by the source system can

be converted into a representation which is appropriate for long term archiving. To fulfil legal and

certification requirements, the stored form can be an accurate or approximate representation of the

source.
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SIST EN 9300-003:2014
EN 9300-003:2012 (E)
 Integrity must be ensured by a digital signature.
 The data is retained over the long term.
 Invariance is mandatory.
 Business, legal and certifi
...

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